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Catholic Financial Life

501C Nonprofit Organization Information

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  • Assets: $1 billion +
  • Income: $100 million +
  • Form 990 Revenue: $100 million +
  • Organization Name & Address

    Catholic Financial Life
    1100 W Wells St Ste 1
    Milwaukee, WI
    53233-0000

  • Contact Info Executive Officer Name and Phone Number

    Available with membership or
    data download

  • Activity & Mission Description

    Catholic Financial Life, A Faith-Based Membership Organization, Puts Catholic Values In Action By Serving God Through Serving Others, Providing Financial Security And Enhancing Quality Of Life. The Society Offers Individual Life Insurance And Annuity Products Through A Network Of Financial Advisors. Members Also Have Access To Fraternal Benefits That Include Child Cancer And Orphan Benefits, Will Preparation Benefit And Social Activities Through The Chapter System. The Society Is Committed To Hosting And Supporting Fraternal Activities And Community Outreach. In 2019, Members Volunteered Over 104,000 Hours Of Service Valued At Nearly $2.6 Million To Extend Their Hand To Help Others In Need. Over $1.9 Million In Contributions Were Raised Through The Society''s Efforts To Promote Catholic Education, Diocesan Programs, Civic Causes And More.

  • Employer Identification Number (EIN) / Tax ID Nine digit number assigned by the IRS to identify a company

    39-0201015

  • Form 990 - PDF files What is this? A form 990 is an information return filed with the IRS that shows extensive details on a nonprofit organization's income, assets, expenses, executives, directors, salaries, compensation, investments, and more
    form 990 instructions

    Available with membership or
    data download

  • Asset Amount

    $1 billion + View more asset details with membership or
    data download

  • Income Amount

    $100 million + View more income details with membership or
    data download

  • Form 990 Revenue Amount

    $100 million + View more revenue details with membership or
    data download

  • Contributions Received

    View contribution details with membership or
    data download

  • Expenses

    View expense details with membership or
    data download

  • Liabilities

    View liabilities details with membership or
    data download

  • Investment Income

    View investment income details with membership or
    data download

  • Total Securities Investments Investments in publicly traded securities

    View securities investment details with membership or
    data download

  • Executive Compensation Compensation of current officers, directors, etc

    View executive compensation details with membership or
    data download

  • In Care Of Name The officer, director, etc. to whose attention any correspondence should be directed

    n/r

  • Classification(s) Categories under which an organization may be tax exempt

    501(C)(8)

    • Fraternal Beneficiary Society, Order or Association

  • Filing Requirement The primary return(s) the organization is required to file
    form 990 return  form 990 instructions
    Form 990 - (all other) or 990EZ return
  • Taxonomy Classifies an exempt Internal Revenue Code 501 (c)(3) organization

    n/r

  • Secondary Name Another name under which this nonprofit organization does business. Also used for trade names, chapter names, or local numbers for subordinate organizations of group rulings

  • Affiliation Defines the organizational grouping

    This organization is a parent (group ruling) and is not a church or 501(c)(1) organization.

  • Deductibility Status

    Contributions are deductible

  • Principal Activities
    • Fraternity or sorority
    • Underwriting municipal insurance
    • Other religious activities
  • Foundation Type

    All organizations except 501(c)(3)

  • Tax Period The date of the latest return filed

    12/2022

Get the Report

Download all available information for this organization plus form 990 pdf files to your computer, laptop, and phone.